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The Next Frontier

Nov 6, 2019

Disruption is all around us as technology impacts every aspect of our lives. But despite all of the great things that technology can do, it’s created an empathy void. Join host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing – in season two, we’ll go deeper with experts and...


Oct 23, 2019

Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – shares insights from season 1 guests on how advisors can approach remaining relevant and valued in the 21st century. Hear from physician Dr. Bryan Vartabedian; Harvard psychology professor Dr. Ellen Langer; sound and listening...


Oct 9, 2019

Today’s advertising business would be almost unrecognizable to the Don Drapers of the Mad Men era. Platforms, deliverables, compensation structures and client expectations have all changed dramatically and continue to evolve. Veteran agency owner and consultant Drew McLellan joins host Bill Coppel – Managing...


Sep 18, 2019

Is our educational system preparing us to be the lifelong learners we need to be for our individual and collective futures? Head of New City School, Alexis Wright, joins host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — to discuss how curiosity and emotional intelligence can...


Sep 5, 2019

Digital disruption is impacting service-based businesses, causing intermediaries to search for new ways to add value for their clients. Imran Haider, head of the Wells Fargo Gateway platform initiative, and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how advisors...